stablished in 1948, WestPoint Financial Group is dedicated to educating its clients to help them fulfill their financial goals and the promises of security they have made to others.

In 2006, under the direction of Greg McRoberts, WestPoint made the move from Minnesota Mutual to MassMutual Financial Group, a Fortune 100 company. Shortly thereafter, WestPoint Financial Group joined forces with two independent MassMutual agencies: Indianapolis Financial Group and the Financial Resource Group.

As a result of the merger, the primary objectives of our strategic marketing were: to manage the WestPoint brand internally, and increase awareness of the firm in the market.

The first phase included interviews with the WestPoint team and an extensive SWOT analysis. Results of this research inspired our strategic marketing plan and creative recommendations.

These included new color palettes and typography for recruiting and promotional collateral. A new tagline Grow with WestPoint™ and mission were developed during this phase.

Among proposed projects, a revised web site was our top priority. To expedite design, the former Indianapolis Financial Group site was rebranded with WestPoint Financial's look and messaging. Brochures, trade show materials and a new identity system were also developed.

According to Greg McRoberts, “In a time of growth and major change at WestPoint Financial Group, Pivot stepped in and gave us the tools we needed to create brand awareness and a marketing plan to move us forward. Today, as we adapt to industry changes and our clients’ needs we know we can count on Pivot for their continued support and creativity.”